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Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) Institutional Ownership

Vanguard S&P Mid-Cap 400 Growth ETF logo
$114.55 +0.36 (+0.32%)
(As of 12/20/2024 05:31 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Growth ETF (NYSEARCA:IVOG)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$52.19M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$3.73M
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IVOG Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024 Wealthquest Corp1,760$201K0.0%N/A0.019%
11/15/2024 MML Investors Services LLC9,098$1.04M0.0%+3.9%0.100%
11/15/2024 Stifel Financial Corp25,749$2.95M0.0%-2.9%0.284%
11/15/2024 HighTower Advisors LLC20,837$2.39M0.0%-0.4%0.229%
11/14/2024 Kiely Wealth Advisory Group Inc.1,785$215K0.1%+12.5%0.020%
11/14/2024 Captrust Financial Advisors3,360$385K0.0%+72.8%0.037%
11/13/2024 FMR LLC3,704$425K0.0%+14.6%0.041%
11/13/2024 Private Trust Co. NA515$59K0.0%-20.5%0.006%
11/12/2024 Meridian Wealth Management LLC5,563$638K0.0%N/A0.061%
11/8/2024 Etfidea LLC6,846$785K0.2%-2.5%0.075%
11/7/2024 MidAtlantic Capital Management Inc.3,680$422K0.3%N/A0.041%
11/7/2024 Mendel Capital Management LLC19,121$2.19M1.3%-4.3%0.211%
11/6/2024 Atlanta Consulting Group Advisors LLC1,764$202K0.1%N/A0.019%
11/6/2024 BCGM Wealth Management LLC1,753$201K0.1%N/A0.019%
11/6/2024 LJI Wealth Management LLC95,597$10.96M2.2%+4.8%1.053%
11/6/2024 Oppenheimer & Co. Inc.7,182$823K0.0%+11.2%0.079%
11/5/2024 Aptus Capital Advisors LLC3,449$395K0.0%+1,977.7%0.038%
11/5/2024 Harbour Investments Inc.30,913$3.54M0.1%+43.4%0.340%
11/4/2024 Round Rock Advisors LLC7,250$831K0.2%-7.2%0.080%
11/1/2024 Bridges Investment Management Inc.3,860$442K0.0%-18.9%0.043%
10/31/2024 Advisor Resource Council4,640$532K0.2%N/A0.051%
10/30/2024 Cary Street Partners Asset Management LLC31,904$3.66M0.5%+39.9%0.351%
10/25/2024 Sunburst Financial Group LLC3,283$376K0.1%+6.4%0.036%
10/24/2024 Bristlecone Advisors LLC220$25K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC2,227$255K0.0%N/A0.025%
10/22/2024 Sequoia Financial Advisors LLC1,789$205K0.0%N/A0.020%
10/21/2024 Northwest Investment Counselors LLC308$35K0.0%N/A0.003%
10/16/2024 Bleakley Financial Group LLC4,220$484K0.0%N/A0.046%
10/11/2024 Creative Planning8,061$924K0.0%-4.0%0.089%
10/10/2024 Octavia Wealth Advisors LLC145,275$16.65M2.1%+6.9%1.600%
10/8/2024 Stordahl Capital Management Inc.139,460$15.89M3.8%+2.9%1.536%
10/8/2024 Mather Group LLC.373$43K0.0%-24.2%0.004%
10/7/2024 Miracle Mile Advisors LLC57,152$6.55M0.2%-0.2%0.629%
8/22/2024 Cetera Investment Advisers9,504$1.04M0.0%+32.8%0.105%
8/19/2024 EP Wealth Advisors LLC950$104K0.0%-53.7%0.010%
8/16/2024 Northwestern Mutual Wealth Management Co.9,702$1.06M0.0%+1.5%0.107%
8/16/2024 NewEdge Advisors LLC11,952$1.31M0.0%N/A0.132%
8/16/2024 Silver Lake Advisory LLC3,698$405K0.1%N/A0.041%
8/16/2024 Creative Planning8,393$919K0.0%+3.0%0.092%
8/13/2024 Kiely Wealth Advisory Group Inc.1,586$171K0.1%+61.0%0.017%
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8/13/2024 Thrivent Financial for Lutherans18,073$1.98M0.0%+1.0%0.199%
8/13/2024 Etfidea LLC7,022$769K0.3%-9.5%0.077%
8/13/2024 Bridges Investment Management Inc.4,760$521K0.0%N/A0.052%
8/12/2024 LJI Wealth Management LLC91,245$10.00M2.2%+4.8%1.005%
8/10/2024 Virtu Financial LLC10,091$1.11M0.1%N/A0.111%
8/8/2024 Wealthspire Advisors LLC5,828$638K0.0%+198.1%0.064%
8/8/2024 PFG Advisors8,350$915K0.1%+12.8%0.092%
8/6/2024 Savant Capital LLC26,976$2.96M0.0%-3.2%0.297%
8/2/2024 Octavia Wealth Advisors LLC135,924$14.89M2.0%+4.1%1.497%
8/1/2024 Montag A & Associates Inc.12,711$1.39M0.1%-2.1%0.140%
7/31/2024Commonwealth Equity Services LLC17,666$1.94M0.0%-1.0%0.195%
7/30/2024 Hobart Private Capital LLC4,738$519K0.1%N/A0.052%
7/30/2024 International Assets Investment Management LLC1,382$151K0.0%N/A0.015%
7/26/2024 Harbour Investments Inc.21,551$2.36M0.1%+12,007.3%0.237%
7/26/2024 Cambridge Investment Research Advisors Inc.9,428$1.03M0.0%+18.7%0.104%
7/22/2024 Atria Wealth Solutions Inc.62,048$6.80M0.1%+3,316.7%0.683%
7/20/2024Raymond James Financial Services Advisors Inc.189,059$20.71M0.0%-1.2%2.082%
7/18/2024 Silver Lake Advisory LLC3,698$405K0.1%N/A0.041%
7/15/2024 Stordahl Capital Management Inc.135,566$14.85M3.7%-4.0%1.493%
7/15/2024RFG Advisory LLC8,583$940K0.0%+40.0%0.095%
7/9/2024 Lynx Investment Advisory405$44K0.0%N/A0.004%
7/9/2024 Mather Group LLC.492$56K0.0%-22.8%0.005%
5/24/2024Cetera Advisors LLC3,027$343K0.0%N/A0.033%
5/13/2024 Atlanta Consulting Group Advisors LLC1,764$200K0.1%N/A0.019%
5/9/2024 Blair William & Co. IL16,104$1.83M0.0%-4.5%0.181%
5/7/2024 Montag A & Associates Inc.12,981$1.47M0.1%+7.3%0.146%
5/7/2024 PFG Advisors7,405$840K0.1%-2.1%0.083%
5/7/2024 Wealthspire Advisors LLC1,955$222K0.0%N/A0.022%
5/2/2024 Salomon & Ludwin LLC257$29K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC17,590$2.00M0.0%-1.8%0.198%
4/30/2024 Perigon Wealth Management LLC1,932$219K0.0%N/A0.022%
4/29/2024Commonwealth Equity Services LLC17,841$2.02M0.0%+6.4%0.200%
4/29/2024 RWA Wealth Partners LLC42,610$4.83M0.1%-0.6%0.479%
4/23/2024 Global Retirement Partners LLC2,228$253K0.0%+15.6%0.025%
4/23/2024Raymond James Financial Services Advisors Inc.191,261$21.70M0.0%-1.1%2.149%
4/18/2024 Stordahl Capital Management Inc.141,228$16.02M4.0%+6.9%1.587%
4/11/2024RFG Advisory LLC6,129$695K0.0%N/A0.069%
4/10/2024 SOA Wealth Advisors LLC.348$39K0.0%+2,800.0%0.004%
4/9/2024 Mather Group LLC.637$72K0.0%N/A0.008%
3/22/2024 PNC Financial Services Group Inc.2,956$290K0.0%-3.2%0.036%
2/28/2024 EP Wealth Advisors LLC2,040$200K0.0%-18.1%0.025%
2/9/2024 Advisory Services Network LLC1,948$191K0.0%N/A0.024%
2/9/2024 Wells Fargo & Company MN100,127$9.84M0.0%+37.8%1.217%
2/9/2024 UBS Group AG76,788$7.54M0.0%+8.4%0.933%
2/7/2024 Cary Street Partners Investment Advisory LLC6,832$671K0.0%+560.7%0.083%
2/7/2024 Principal Securities Inc.1,450$142K0.0%N/A0.018%
2/7/2024 Montag A & Associates Inc.12,096$1.19M0.1%+25.8%0.147%
2/6/2024 Private Advisor Group LLC17,912$1.76M0.0%-1.2%0.218%
2/5/2024 Cary Street Partners Asset Management LLC22,154$2.18M0.4%+173.9%0.269%
2/5/2024 Savant Capital LLC28,372$2.79M0.0%-1.0%0.345%
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2/5/2024 Russell Investments Group Ltd.370$36K0.0%-35.7%0.004%
2/2/2024 Rodgers & Associates LTD2,670$262K0.0%-18.9%0.032%
2/1/2024 RWA Wealth Partners LLC42,888$4.21M0.1%-4.7%0.521%
2/1/2024 Heritage Investment Group Inc.8,618$847K0.2%-12.3%0.105%
1/29/2024 Mosaic Family Wealth Partners LLC2,207$217K0.0%N/A0.027%
1/29/2024 Round Rock Advisors LLC8,358$821K0.2%+13.9%0.102%
1/26/2024 Mendel Capital Management LLC20,325$2.00M1.4%+2.4%0.247%
1/25/2024 International Assets Investment Management LLC90,372$8.88M0.0%N/A1.098%
1/24/2024 International Assets Investment Management LLC90,372$8.88M0.0%N/A1.098%
1/23/2024Levy Wealth Management Group LLC2,101$206K0.1%N/A0.026%
(Data available from 1/1/2016 forward)

IVOG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOG shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Mariner LLC ($60.03M), Raymond James Financial Services Advisors Inc. ($20.71M), Octavia Wealth Advisors LLC ($16.65M), Stordahl Capital Management Inc. ($15.89M), Baird Financial Group Inc. ($13.33M), LJI Wealth Management LLC ($10.96M), and LPL Financial LLC ($10.36M).Learn more on IVOG's institutional investors.

Which institutional investors have been buying Vanguard S&P Mid-Cap 400 Growth ETF stock?

Of the 103 institutional investors that purchased Vanguard S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($184.92K), Raymond James Financial Services Advisors Inc. ($100.66K), Stordahl Capital Management Inc. ($89.64K), LPL Financial LLC ($72.09K), Atria Wealth Solutions Inc. ($60.23K), EP Wealth Advisors LLC ($36.70K), and D.A. Davidson & CO. ($32.74K).

How much institutional buying is happening at Vanguard S&P Mid-Cap 400 Growth ETF?

Institutional investors have bought a total of 1,089,613 shares in the last 24 months. This purchase volume represents approximately $104.64M in transactions.

Which Vanguard S&P Mid-Cap 400 Growth ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold Vanguard S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($84.85K), Stordahl Capital Management Inc. ($15.11K), Adviser Investments LLC ($13.26K), Miracle Mile Advisors LLC ($6.03K), EP Wealth Advisors LLC ($2.85K), Relaxing Retirement Coach ($2.76K), and RWA Wealth Partners LLC ($2.40K).

How much institutional selling is happening at Vanguard S&P Mid-Cap 400 Growth ETF?

Institutional investors have sold a total of 151,489 shares in the last 24 months. This volume of shares sold represents approximately $13.74M in transactions.


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This page (NYSEARCA:IVOG) was last updated on 12/22/2024 by MarketBeat.com Staff
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